Twin Peaks Wealth Advisors’s Limbach Holdings LMB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$78	–	1339
2026 Q1	$78	Buy	+1	New	+$84	﹤0.01%	2265
2025 Q3	–	Sell	-1	Closed	-$109	–	1265
2025 Q2	$109	Buy	+1	New	+$114	﹤0.01%	2095

Other funds holding LMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's LMB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 1 share — an estimated $78 sold.

Twin Peaks Wealth Advisors first reported a position in LMB in Q2 2025 and held it in 2 quarters. The position peaked at $109 in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 Limbach Holdings share in Q2 2026, an estimated $78.
Twin Peaks Wealth Advisors first reported a position in Limbach Holdings in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Limbach Holdings position peaked at $109 in Q2 2025.
178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.